SocGen’s Lawson Says Could See Some Downside Move in U.S. Equities

The video discusses the impact of geopolitical events, such as the tanker attacks in the Strait of Hormoz, on oil prices and the global market. It highlights the role of the Federal Reserve in responding to these events and the market's expectations for interest rate cuts. The discussion also covers the performance of equity markets and economic indicators like retail sales and industrial production, emphasizing the resilience of the US economy despite global uncertainties.

What are the expectations for retail sales and industrial production as mentioned in the text?

Discuss the implications of the yield curve and equity markets as described in the text.